HIGH-LEVEL FUNCTIONALITY

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KEY FUNCTIONALITY

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NUMBER OF FIRMS, USERS & KEY ACCOUNTS

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OTHER PRACTICE AREAS:

Mortgage Practice Management

INSIGHTS:

Business Performance & Operational Management Supplier/Software: OpenAdvice

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Marketing Systems Supplier/Software: Keychain

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AI Tools & Services – digipro.ai

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WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: d1g1t

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SECURE COMMUNICATION SYSTEMS SUPPLIER/SOFTWARE: Legado

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CLIENT PORTALS SUPPLIER/SOFTWARE: PlanHappy

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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: PlanHappy

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CLIENT PORTALS SUPPLIER/SOFTWARE: FinCalc

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SECURE COMMUNICATION SYSTEMS SUPPLIER/SOFTWARE: MYWEALTHCLOUD – The Document Portal

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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: FinCalc

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Client Portals
Advice Tech Hub Home

OTHER PRACTICE AREAS:

Financial Planning/Cash Flow/Retirement Planners
Portfolio Analysis
Portfolio Rebalancing
Switching Analysis

Quotation Portals

Research Systems

Mortgage Sourcing

Wealth Management

RegTech

Report Generation

Equity Release

Secure Communications
Smarter Communications

INSIGHTS:

Taking a look at the potential of AI for advice firms – March Forum Recap

by | 3rd April 2024 | AdviceTech Forum, Events | 0 Comments

This month we discussed 'Artificial Intelligence'; specifically covering: What business processes are ripe for AI within an advice firm? ​ What types of AI solutions exist today that firms may want to consider looking into?​ What do advice firms have to be mindful of...
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Business Performance & Operational Management Supplier/Software: OpenAdvice

by | 25th March 2024 | Advice Tech Hub, Adviser Software Systems | 0 Comments

Business Performance & Operational Management - Open Advice Website www.openadvice.co.uk  Phone N/D Email [email protected]  KEY FUNCTIONALITYIntroduction OpenAdvice is a suite of digital tools designed to streamline and improve the wealth management...
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Marketing Systems Supplier/Software: Keychain

by | 25th March 2024 | Advice Tech Hub, Adviser Software Systems | 0 Comments

MARKETING SYSTEMS - KEYCHAIN Website www.keychain.co.uk  Phone N/A Email [email protected]  KEY FUNCTIONALITYIntroduction Keychain is a cloud-based client portal that simplifies the mortgage and protection advice journey. It offers a suite of features designed to...
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AI Tools & Services – digipro.ai

by | 25th March 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services | 0 Comments

AI Tools & Services - digipro.ai Website www.digipro.ai  Phone 00353 879 646 952 Email Contact Us KEY FUNCTIONALITYIntroduction Digipro.ai is a company that develops software solutions powered by Artificial Intelligence (AI) and Machine Learning (ML) for the...
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Wealthstack 2024 – Technology Solutions to Grow your Business

by | 14th March 2024 | Events, Wealthstack | 0 Comments

Join 2,000+ leading financial advisors, RIA decision-makers and wealthtech innovators and influencers in Florida on 13-16 May 2024.WealthStack is the wealthtech pillar of Wealth Management EDGE. Wealth Management EDGE covers three pillars – investment, productivity...
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Technology and Training – February Forum Recap

by | 7th March 2024 | AdviceTech Forum, Events | 0 Comments

This month we discussed 'Technology and Training'; specifically covering: •What approach are some advice firms taking on technology training for their advisers and staff? •What impact does having a tech-trained team have on the business overall? •Overall, do firms...
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WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: d1g1t

by | 27th February 2024 | Advice Tech Hub, Adviser Software Systems, Wealth Management Systems | 0 Comments

Wealth Management Systems - d1g1t Website www.d1g1t.com  Phone N/A Email [email protected]  HIGH-LEVEL FUNCTIONALITY  CRM 3rd Party / Integration  Portfolio Monitoring Own Functionality Accounting 3rd Party / Integration  Trading Own Functionality Financial...
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SECURE COMMUNICATION SYSTEMS SUPPLIER/SOFTWARE: Legado

by | 27th February 2024 | Advice Tech Hub, Adviser Software Systems, Secure Communication Systems | 0 Comments

SECURE COMMUNICATION SYSTEMS - LEGADO Website www.joinlegado.com  Phone N/D Email [email protected]  HIGH-LEVEL FUNCTIONALITY End to End Encryption Own Functionality Master Access (Company Admin) Own Functionality Supports Internal Messages Own Functionality...
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CLIENT PORTALS SUPPLIER/SOFTWARE: PlanHappy

by | 27th February 2024 | Advice Tech Hub, Adviser Software Systems, Client Portals | 0 Comments

PLANHAPPY Website planhappysoftware.co.uk Phone 01642 062 358 Email [email protected] HIGH-LEVEL FUNCTIONALITY Access to view personal details Own Functionality Ability to amend personal details Own Functionality View products and investments Own Functionality...
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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: PlanHappy

by | 27th February 2024 | Advice Tech Hub, Adviser Software Systems | 0 Comments

PLANHAPPY Website planhappysoftware.co.uk Phone 01642 062 358 Email [email protected] HIGH-LEVEL FUNCTIONALITY Fact Finding Own Functionality Document Storage Own Functionality Product data Own Functionality Service Standard creation Own Functionality Valuations...
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